I see no ships – 16 March 2026

Iran remained very much centre stage last week with dramatic moves in the oil price. The price of Brent crude surged to a high of $115/bbl early in the week, … Read More

Dire straits – 9 March 2026

The war with Iran has led to a surge in energy prices which could represent a significant new headwind for the global economy. The size of the impact will very … Read More

No panic – 2 March 2026

Last week’s market moves seem somewhat irrelevant given the dramatic developments over the weekend. But for what it’s worth, global equities were up 0.4% in local currency terms and 0.9% … Read More